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Valeo Financial Advisors’s Alliant Energy LNT Stock Holding History

Valeo Financial Advisors’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-52
Closed -$2K – 1905
2020
Q2 		$2K Buy
52
+20
+63% +$974 ﹤0.01% 1771
2020
Q1 		$2K Buy
+32
New +$1.75K ﹤0.01% 1544
2019
Q3 		– Sell
-1,490
Closed -$73K – 1628
2019
Q2 		$73K Sell
1,490
-40
-3% -$1.91K 0.01% 503
2019
Q1 		$72K Sell
1,530
-1,255
-45% -$56.2K 0.01% 484
2018
Q4 		$118K Sell
2,785
-659
-19% -$29K 0.02% 350
2018
Q3 		$148K Buy
3,444
+1,155
+50% +$49.6K 0.02% 325
2018
Q2 		$98K Buy
2,289
+2,130
+1,340% +$87.7K 0.01% 397
2018
Q1 		$7K Hold
159
– – ﹤0.01% 1031
2017
Q4 		$7K Buy
159
+67
+73% +$2.92K ﹤0.01% 915
2017
Q3 		$4K Buy
+92
New +$3.83K ﹤0.01% 915

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valeo Financial Advisors's LNT Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Alliant Energy (LNT) in Q3 2020, closing a stake of 52 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in LNT in Q3 2017 and held it in 10 quarters. The position peaked at $148K in Q3 2018. 554 funds tracked by Wall St. Rank hold LNT as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Alliant Energy position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 52 Alliant Energy shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Alliant Energy in Q3 2017 and held it in 10 quarters.
  • Valeo Financial Advisors's Alliant Energy position peaked at $148K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.